Silver Haired Economy

1 Month Return as at 25-05-2019

3.99%

6 Month Return as at 25-05-2019

9.25%

1 Year Return as at 25-05-2019

16.94%

Dividend Yield

3.84%

Vue category

Global Trends

Portfolio overview

The Silver Haired Economy share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising companies benefiting from growth in demand for specific goods and services by an ageing demographic in developed economies.

Where and what will I be investing in?

Silver Haired Economy overview

There is no substitute for rigourous research

With over 50 combined years’ experience in global equity markets, our investment committee use complex proprietary models to bring you the world’s best and most innovative companies.

Head of Investment Committee

Clay Carter

Clay's 30+ years of experience includes senior portfolio management roles at AMP, Legal and General Life of Australia, PM Capital, QBE Insurance and Perennial Investment Partners. He has developed alternative methods to traditional market analysis and portfolio management, was a key contributor to the Eureka Report, and regularly appears on CNBC Asia and Bloomberg TV.

Head of Investment Products / Co-CEO

Dev Sinha

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Co-CEO

Dr Sid Sahgal

Sid brings 20+ years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.

1. Identify Vue theme

We identify a global trend, issue or investment style that we believe makes for a compelling long-term investment story.

2. Run quantitative model to create shortlist

We run our proprietary multi-factor share selection model to rank shares by attractiveness.

3. Fundamental research to select shares

We conduct fundamental research to select the final 10 shares. We look at things like sustainable competitive advantage, earnings growth potential and trading multiples.

4. Vue review and rebalance

Vues are reviewed and rebalanced (if required) quarterly or if necessitated by unexpected developments. Clients have discretion whether to implement recommended changes.

0.8%

Research feeon market value of the holdings

0.0%

Performance fee

Administration fee

Custody fee

Activity fee

Buy/sell spread

We offer a simple and competitive fee structure.

When investing in a Vue, you’ll be charged a flat 0.8% per annum research fee (calculated daily, charged monthly).

We do not charge any additional performance, administration, custody or activity fees. Buy/sell spreads do not apply either.

Normal trading costs will apply when buying and selling shares held within a Vue.

Clay Carter

Clay's 30+ years of experience includes senior portfolio management roles at AMP, Legal and General Life of Australia, PM Capital, QBE Insurance and Perennial Investment Partners. He has developed alternative methods to traditional market analysis and portfolio management, was a key contributor to the Eureka Report, and regularly appears on CNBC Asia and Bloomberg TV.

Head of Investment Products / Co-CEO

Dev Sinha

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Co-CEO

Dr Sid Sahgal

Sid brings 20+ years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.

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*Listed returns are based on hypothetical portfolios and may differ to actual returns. Past performance is not a reliable indicator of future performance.

Investment in securities involves risk. Share prices rise and fall. The payment of dividends and the return of capital are not guaranteed. Investing in overseas markets exposes you to additional risks including those related to movements in foreign currency exchange rates.

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